Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 12
Average Client Assets: $9 million
Frequently Asked Questions
1015 CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328453), 1015 CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
1015 CAPITAL PARTNERS, LLC serves 12 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, 1015 CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
1015 CAPITAL PARTNERS, LLC manages $110 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, 1015 CAPITAL PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.74
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 22
Discretionary Accounts: 20
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 328453
Last Filing Date: 2025-01-29 00:00:00
Website: https://1015cp.com